vCIO Excellence Membership Program


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Challenges to become a business partner

Clients view MSPs as vendors managing their IT infrastructure rather than as a potential business partner.

This perception is a big roadblock in differentiating, communicating and monetizing your expertise. 

Without a consistent, effective Account Management and vCIO operation, MSPs struggle to be viewed as a high-value business partner.

Busy MSPs lack the know-how, guidance and time to build a practice internally. 

Excel your career


Learn everything about vCIO services from designing an offering, pricing, packaging and how to deliver workshops. Evolve yourself into a trusted, high-value business partner.

Save Time

Leverage our proven processes, blueprints and best practices for vCIO and Account Management program. Engage and service your clients instead of spending long and valuable working hours building up your own program from scratch.

Be ahead of the curve


Become a part of the most progressive vCIO community. Access expert coaches, participate in private masterclasses and obtain a continuously developing resource library.

The program on a bumper sticker


Most clients do not understand the business potential of your technology services.

The vCIO Excellence Membership Program gives you the tools, education, experts and a leading community of vCIOs to become a strategic business partner.

Stay relevant, expand your clients and achieve your full potential.




Step 1. We'll discuss and identify your unique challenges

Step 2. We'll suggest a smart goal which other MSPs solved this challenge with 

Step 3. Sign up and grow your business


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Expert Guide

Adam started his own vCIO practice and in a short amount of time,  has grown into a very lucrative service to small businesses.

He has been training and crafting materials for MSPs around the world to unlock the potential for them to become high-value business partners.

See Adam's Profile



Every MSP is unique with all of them having their own vision, personality, and goals for their organization. We believe in quality and high-touch personal engagements.

We encourage you to set up a quarterly planning session with us to formulate a SMART goal and an action plan. Meet with us on weekly community calls, and pass your questions to the community board for our coaches to answer.


vCIO Excellence Membership Program


Stay relevant, expand your clients and achieve your full potential.

Billed annually
Billed monthly


Learn and Develop



per month

Video Channel

Private Community Portal

Weekly Community Meeting

Monthly Seminars

Masterclass Tracks

vCIO Template Library

One user access

Most Popular


Roadmap and Guidance



per month

Everything in the Standard and

Dedicated Coach Access

Quarterly Planning Session

Custom Development Roadmap

Monthly Accountability Peer Group Session

Unlimited user access

1-1 Coaching

Accelerated Success



per month

Everything in the Premium and

Weekly 1-1 Coaching Sessions

Custom Video Education

Custom Report Building

Custom Service Building

Monthly Progress Report

Private Slack Channel

Live Weekly Masterclasses On-Demand Courses and a Video Channel


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Weekly Live Masterclasses

Live limited seats interactive masterclasses help not just learning, but adopting, skill-building and exchange of ideas with other members.

Strategy Track

Generate $3,000 MRR for vCIO services
in 90 days.

  • 1. Defining the vCIO role and responsibilities

    (Example recorded session.  To get the rest subscribe to VEP!)

    A vCIO program is more than just hiring an individual vCIO to run QBRs.  In this session, we discuss the various components of an effective vCIO program and what responsibilities they are to take on. 

  • 2. Define the Annual, Quarterly and Monthly Cycles

    (For recoded session access subscribe to the VEP today!)

    Building a cycle or cadence needs to be simple. Complex cycles will fall apart in our operational workflow. Here is a simple review of how to adapt a cycle that won't add complexity to your environment.

  • 3. Delegate vCIO roles to existing assets

    (For recoded session access subscribe to the VEP today!)

    Here we dive deeper into the conversation from Session 1. Don't think of the vCIO as an individual, think of it as a framework or set of activities within your organization. In this manner, you can hire appropriate resources, coordinate activities, and deliver a scalable and sustainable program to your clients.

  • 4. Run a Strategy/SWOT Analysis

    (For recoded session access subscribe to the VEP today!)

    How to have an annual session with your clients that will differentiate your MSP as well as increase client engagement. You need a stable framework to discuss what is going on with your client's business each year. Here we discuss how a SWOT can take things to the next level with your clients.

  • 5. Run an IT Budget Session

    (For recoded session access subscribe to the VEP today!)

    An IT budget session is a great way to discuss the true value of engaging in managed services.  This session is intended to teach engineers how to deliver an annual budget to give the client visibility into IT spend so they can make more informed decisions.

  • 6. Package and Price vCIO Services

    (For recoded session access subscribe to the VEP today!)

    Pricing and packaging up vCIO services can be tricky. Are you an all-inclusive MSP or are you itemizing engagements?  Either way your vCIO services will generate revenue but how?  We will answer these questions and be showing you how to set prices for your services.

  • 7. vCIO Masterclass Capstone

    (For recoded session access subscribe to the VEP today!)

    Here we wrap up the program. You have everything you need to deliver a world-class experience to your clients. The next thing is to schedule client kickoff sessions! This is not as clear cut as it sounds but we will give you some basic principles to follow that will ensure everything goes smoothly!

Operation Track

Generate $100,000 Project Revenues
in 90 days

  • 1. Pick the right clients

    The right clients is just about all of them, what we want to do is pick out the right activities for our clients.

  • 2. Pick the right projects [project library]

    Technology Stack assessments and similar processes to create projects and activities for the client.

  • 3. Set up the Technology Assessment Template

    Set a tried and true report to increase project revenue quickly with a client by measuring their adoption.

  • 4. Preparation for a QBR

    How do we create an effective QBR? Many times when we deliver a QBR we are talking about tickets and SLA. Here we walk you through a progress report that will attract the right people in the room with the right topics.

  • 5. QBR Role Playing

    What does the QBR we discussed in the last session actually look like in delivery?  Here we will role play the specific ideas presented in a quality QBR.

  • 6. Financial management with roadmaps

    Roadmap planning tools allow you to create a visual for spending with your client.  If you couple this with the Budget session from the strategy series you have a potent combination for client engagement.  In this session we will walk you through an effective roadmap tool that you can use to increase engagements.

  • 7. Proper follow up with pdfs and digital

    Here we show you how to share dynamic reports via a shareable link so the client can see the progress on annual tasks over time.

  • 8. Logging events and planning the QBRs with clients (CES)

    Here we will show you how to create and manage snapshots so you can track client engagement over time so you don't have any gaps. This will ensure customer engagement among all your clients.

Management Track

Build a scaleable vCIO/AM Operation
in 90 days

  • 1. Client Engagement Roles

    Define the Client Engagement Roles
    • Tactical-Technical engagement
    • Tactical-Business engagement
    • Strategic-Technical engagement
    • Strategic-Business engagement

    Why do we learn this?

    If the roles and responsibilities of those communicating the strategic/tactical and business/technology areas to clients are clear:

    • you can scale the client engagement operations
    • you can keep vCIOs for strategic discussions only
    • you can streamline the tactical components with AM/TAMs

  • 2. Client Engagement Segments

    What are we covering?
    • Define Client Engagement Segments
    • Define Client Engagement Segment budget
    • Distribute the budget among roles
    • Classify all clients by segments

    Why do we learn this?

    If you and your team know how much time you can and want to spend with your clients for general client engagement activities:

    • you can streamline your operation with clarity and expectations
    • you can create boundaries and sell additional services
    • you can focus your AM/vCIO’s time to valuable clients
  • 3. Client Engagement Playbooks

    Define the Client Segment Playbooks

    • Playbooks are defined by client segments
    • Playbook for the acquisition phase is defined
    • Playbook for onboarding phase are defined
    • Playbook for the misaligned phase is defined

  • 4. Technology Stack Standardization

    Technology Standardization
    • General Standardization Overview
    • General Standardization Process
    • Service Standardization
    • Technology Stack Standardization
    • Technology Best Practice Standardization
  • 5. Service Productization

    Service Standardization
    • Define Service Bundles
    • Define Services
    • Create Needs Assessment
    • Align Clients


  • 6. Technology Meetings

    Run Effective QBRs

    Unifying a Quarterly Business Review process is pretty hard. The audience varies client by client, your people have different processes and personalities, and each client has different maturity and goals.

    By integrating the strategic components such as client roadmaps, needs assessments, service reviews with the tactical components such as best practice compliance, ticket reviews or billing conversations, you can run effective and engaging meetings that matter to your clients.

  • 7. Strategy Meetings

    Delivering Business Focused Meetings

    • Do a SWOT Analysis for creating a business strategy context
    • Do a Technology Stack Audit for creating a technology strategy context
    • Do a Technology Roadmap Plan to translate the strategies to tactical projects
    • Use business-tactical agenda points to review, approve and execute their projects
    • Use technical-tactical agenda points to align their technology expectations
  • 8. Operations

    Run an Effective Account Management Operation

    Setup For Success - Give your account managers and vCIOs clear playbooks of activities that they can manage and fulfill with clients

    Keep Everyone Accountable - See where clients are being over or under-serviced and understand how your team can maximize client engagement.

    No More Missed Opportunities - Never miss another crucial client interaction that could make or break your relationship and your business.

Video Channel

You and your team are too busy to dedicate time required for continuous development.

The vCIO Video Channel is a convenient mobile video channel format to learn, get inspired or think when you are on the road, commute or working out.

This helps you and your team to become better every day.

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On-Demand Courses

The Virtual-C Academy has many online courses for vCIOs to learn hard and soft skills to engage the clients in a business level.

a couple of titles for example

  • How to develop and maintain an IT Budget
  • How to conduct an IT Strategy Workshop
  • How to monetize on Office 365 consultation
  • How to deliver IT Security Assessments
  • How to facilitate vCIO Needs Assessments
  • How to implement a  vCIO led Sales Process



Pre-Built vCIO Report Templates, Videos, and Infographics


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vCIO Service Templates

4 Different vCIO Service bundles for different sizes of clients to cover Strategic, Execution, Project and Educational services. The price and packaging modules with effective rate calculations will let you build up profitable offerings. 40 Ongoing Servies and 108 vCIO Project Service Templates allow you to have an answer for 95% of your vCIO related demand.

vCIO Service Templates


vCIO Structured Report Templates

Deliver vCIO services through high-value, effective and productive meetings. Choose from the 7 available report templates to conduct IT Strategy Workshops, Microsoft Office 365 Audits, Security Assessments, IT Budget Workshops and so on. A complete scoring methodology, categorization and recommendation library is available for customizing your Technology Best Practice and Technology Stack Standard Scoring. Make the reports your own and generate IT Development Roadmaps in minutes.

vCIO Structured Report Templates


Who made the transition...



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Closed Community Access

Share ideas, submit questions, discuss hot topics with fellow vCIOs. Make sure you are ahead of the curve by being part of the most exclusive vCIO group available today. The community portal gives you access to closed content and access to resources.



Monthly Member Only Seminars

You can participate in online seminars every month to learn and implement new best smart goals such as

  • Build an Engaging IT Strategy Workshop
  • Build your vCIO program
  • IT Budget Strategy
  • IT Technology Stack Audit
  • IT Strategy Development Service
  • Monetize Microsoft 365 Services
  • Disaster Recovery Planning



1-1 Coaching

Adam's coaching approach is agile and result-driven. It always starts with an assessment, then setting achievable goals and defining incremental values. This approach helps the MSP to make the vCIO setup and running quickly and start earning incomes from the clients who are helping to finance the development process.

Results are creating positive feedback loops, clients are happy vCIOs are motivated and the company owner have full control on the process.



Without an effective process, you risk sabotaging your relevancy, your perceived value, and your own growth potential.


Scehdule an orientation call


We have no time

The time to success is quick. Narrow scope, ready-to-use templates, course materials, and an intuitive tool makes the implementation very quick.

We have no money

Though it is an investment, you'll invest in yourself and in your people. You'll and end up generating a ton of revenue with new projects, services, and new clients.

We have vCIO already

No matter how engaged your clients are and how your vCIOs grow, the community, masterclasses and coach access gives you the extra boost needed to help your team to do more, with less time.

We are not there yet

No matter what your current maturity is with Account Management, vCIO or Sales, the program gives you the concepts, tools to start, execute, and advance your current practice.

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Why your QBRs are costing you, customers

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20% rule of vCIO pricing

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